664 lines
39 KiB
HTML
664 lines
39 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>车联网安全国产替代 - 行业洞察报告</title>
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #1a2a6c, #2c3e50, #4a6491);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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from { opacity: 0; transform: translateY(20px); }
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.table-container {
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- 背景效果 -->
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<div id="particles-js" class="fixed inset-0 -z-10"></div>
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<!-- 主容器 -->
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12 fade-in">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">车联网安全国产替代</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">从政策驱动到规模化落地的行业洞察与投资机会分析</p>
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<div class="mt-6 flex justify-center">
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<span class="bg-blue-100 text-blue-800 text-sm font-medium px-4 py-2 rounded-full">2025年L3级自动驾驶芯片/系统国产替代元年</span>
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</div>
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</div>
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<!-- 概念事件卡片 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-blue-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">0</span>
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概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-700 mb-2">政策端</h3>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>• 2024年1月，工信部等五部门发布《智能网联汽车"车路云一体化"应用试点通知》</li>
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<li>• 2024年12月，北京/武汉通过地方性法规，为L3级自动驾驶商业化提供法律框架</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700 mb-2">技术端</h3>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>• 2024年8月，天融信建成"车路云一体化安全防护体系"</li>
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<li>• 上海市车联网协会提出"安全标准+检测体系"为行业当务之急</li>
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</ul>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700 mb-2">市场端</h3>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>• 2025年机构预测中国车联网产业规模突破<strong>5000亿元</strong></li>
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<li>• 车路云基础设施市场规模超<strong>4000亿元</strong></li>
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</ul>
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</div>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h3 class="font-semibold text-yellow-700 mb-2">国产替代节点</h3>
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<ul class="text-sm text-gray-700 space-y-1">
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<li>• 国产车载MCU/芯片在L3级自动驾驶中算力突破</li>
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<li>• <strong>ASIL-D级MCU国产化率仍接近0%</strong></li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-green-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">1</span>
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核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-700 mb-2">阶段判断</h3>
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<p class="text-gray-700">车联网安全国产替代处于"政策驱动+技术验证"向"规模化落地"过渡的早期阶段，<strong>2025年是L3级自动驾驶芯片/系统的国产替代元年</strong>。</p>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700 mb-2">核心驱动力</h3>
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<p class="text-gray-700">政策强制（2027年央企信创100%替代）+技术突破（国产算力芯片性能对标英伟达Orin-X）+成本优势（地平线J6P价格仅为Orin-X的1/5）。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700 mb-2">未来潜力</h3>
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<p class="text-gray-700">车规级安全芯片、V2X通信模组、车路协同安全平台三大环节未来3年复合增速预计超<strong>60%</strong>（基于2024年路端设备80%CAGR预测）。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-purple-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">2</span>
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概念的核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-700 mb-3">核心驱动力</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>政策刚性</strong>：2024年7月三中全会提出"全链条技术攻关"，车联网安全纳入"新质生产力"三大方向</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>技术临界点</strong>：国产芯片在30-150TOPS中算力区间已实现突破，但高端安全MCU仍依赖进口</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-500 mr-2">•</span>
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<span><strong>成本拐点</strong>：国产方案成本较外资低30-50%</span>
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</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700 mb-3">市场热度</h3>
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<p class="text-sm text-gray-700 mb-3">2024年Q3-Q4相关研报密度达<strong>月均5篇</strong>（2023年仅1-2篇），但情绪分化：</p>
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<ul class="text-sm text-gray-700 space-y-2">
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<li class="flex items-start">
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<span class="text-green-500 mr-2">•</span>
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<span><strong>乐观方</strong>：认为2025年城市NOA渗透率20%将带动车载安全芯片需求爆发</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-500 mr-2">•</span>
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<span><strong>谨慎方</strong>：担忧国产芯片量产良率</span>
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</li>
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</ul>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700 mb-3">预期差</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span>市场<strong>高估</strong>了路端设备（RSU/边缘云）的短期订单</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span>市场<strong>低估</strong>了车端安全芯片的渗透速度</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span>国芯科技的车联网安全芯片已进入比亚迪供应链</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-yellow-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">3</span>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-yellow-50 p-4 rounded-lg">
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<h3 class="font-semibold text-yellow-700 mb-3">近期催化剂（3-6个月）</h3>
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<ul class="text-sm text-gray-700 space-y-2">
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<li class="flex items-start">
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<span class="bg-yellow-500 text-white rounded-full w-5 h-5 flex items-center justify-center text-xs mr-2 mt-0.5">1</span>
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<span><strong>2025年Q1</strong>：地平线J6P芯片回片点亮，搭载比亚迪"天神之眼"量产</span>
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</li>
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<li class="flex items-start">
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<span class="bg-yellow-500 text-white rounded-full w-5 h-5 flex items-center justify-center text-xs mr-2 mt-0.5">2</span>
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<span><strong>2025年4月</strong>：北京/武汉L3级自动驾驶法规正式施行，首批国产安全芯片车型上路</span>
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</li>
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<li class="flex items-start">
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<span class="bg-yellow-500 text-white rounded-full w-5 h-5 flex items-center justify-center text-xs mr-2 mt-0.5">3</span>
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<span><strong>2025年H1</strong>：工信部发布车联网安全强制检测标准（OTA测试）</span>
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</li>
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</ul>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-700 mb-3">长期路径</h3>
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<div class="space-y-3">
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<div class="flex items-center">
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<div class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-2">2025</div>
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<div class="text-sm text-gray-700">国产芯片在L3级场景验证</div>
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</div>
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<div class="flex items-center">
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<div class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-2">2026</div>
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<div class="text-sm text-gray-700">技术成熟与规模化应用</div>
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</div>
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<div class="flex items-center">
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<div class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-2">2027</div>
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<div class="text-sm text-gray-700">信创强制替代窗口期，国产安全MCU市占率从0%提升至<strong>15%</strong></div>
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</div>
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<div class="flex items-center">
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<div class="bg-indigo-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-xs mr-2">2030</div>
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<div class="text-sm text-gray-700">车路云一体化安全平台国产化率超<strong>50%</strong></div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="mb-12 fade-in">
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<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-red-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">4</span>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6 bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-gray-700 mb-2">产业链图谱</h3>
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<div class="flex flex-wrap items-center justify-center gap-2 md:gap-4">
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<div class="bg-blue-100 text-blue-800 px-3 py-2 rounded-lg text-sm font-medium">上游：国产芯片<br/>(地平线/黑芝麻)</div>
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<div class="text-gray-400">→</div>
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<div class="bg-green-100 text-green-800 px-3 py-2 rounded-lg text-sm font-medium">中游：安全模组<br/>(国芯科技/移远通信)</div>
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<div class="text-gray-400">→</div>
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<div class="bg-purple-100 text-purple-800 px-3 py-2 rounded-lg text-sm font-medium">下游：车路云安全平台<br/>(天融信/万集科技)</div>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-gray-200">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">环节</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">进展</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">地平线</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">车载芯片</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">J6P算力560TOPS，已获比亚迪/理想定点（2025年Q3量产）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">良率未验证，依赖台积电代工</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国芯科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">安全芯片</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全芯片进入比亚迪/奇瑞供应链，2024年出货量<strong>50万颗</strong></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">高端MCU（ASIL-D）仍处研发</td>
|
||
</tr>
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<tr>
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天融信</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">安全平台</td>
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<td class="px-4 py-3 text-sm text-gray-500">落地北京/广汽/襄阳项目，2024年车联网安全收入占比<strong>15%</strong></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">路端订单依赖政府招标节奏</td>
|
||
</tr>
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<tr class="bg-gray-50">
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">万集科技</td>
|
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">路端RSU</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">北京车路云项目中标<strong>3.2亿元</strong>（2024年8月），RSU市占率<strong>30%</strong></td>
|
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<td class="px-4 py-3 text-sm text-gray-500">毛利率仅<strong>18%</strong>（价格战）</td>
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||
</tr>
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||
</tbody>
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</table>
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</div>
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<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700 mb-2">验证</h3>
|
||
<p class="text-sm text-gray-700">国芯科技2024年车载安全芯片收入同比+200%（财报数据），印证国产替代加速。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-700 mb-2">证伪</h3>
|
||
<p class="text-sm text-gray-700">万集科技RSU毛利率低于预期（18% vs 研报预测25%），反映路端设备价格战风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<span class="bg-orange-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">5</span>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-orange-700 mb-3">技术风险</h3>
|
||
<ul class="text-sm text-gray-700 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-orange-500 mr-2">•</span>
|
||
<span><strong>ASIL-D级MCU</strong>：国产方案尚未通过ISO 26262认证（2024年路演数据）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-pink-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-pink-700 mb-3">商业化风险</h3>
|
||
<ul class="text-sm text-gray-700 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-pink-500 mr-2">•</span>
|
||
<span><strong>成本敏感</strong>：L2级车型对安全芯片价格上限<strong>50美元</strong>（黑芝麻A1000L当前报价45美元，接近临界点）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-indigo-700 mb-3">政策风险</h3>
|
||
<ul class="text-sm text-gray-700 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-indigo-500 mr-2">•</span>
|
||
<span><strong>标准滞后</strong>：车联网安全检测标准（如OTA）可能延迟至2025年H2发布</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-yellow-700 mb-3">信息矛盾</h3>
|
||
<ul class="text-sm text-gray-700 space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-500 mr-2">•</span>
|
||
<span>研报预测2025年路端设备市场规模<strong>2230亿元</strong>，但2024年实际招标金额仅<strong>47亿元</strong>（安徽项目），存在<strong>预期兑现缺口</strong></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<span class="bg-teal-500 w-8 h-8 rounded-full flex items-center justify-center text-white mr-3">6</span>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-teal-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-teal-700 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700">从主题炒作（2023年）进入<strong>基本面验证期</strong>（2025年），核心看国产芯片量产进度。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-700 mb-3">高价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-blue-700 mb-2">1. 车载安全芯片（国芯科技）</h4>
|
||
<p class="text-sm text-gray-700">技术突破+客户绑定，2025年出货量有望达<strong>200万颗</strong>（vs 2024年50万颗）</p>
|
||
</div>
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-green-700 mb-2">2. 车规级MCU（兆易创新GD32A7）</h4>
|
||
<p class="text-sm text-gray-700">ASIL-D认证通过后，单价可从<strong>20美元</strong>提升至<strong>80美元</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-700 mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-purple-700 mb-2">地平线J6P良率</h4>
|
||
<p class="text-sm text-gray-700">需≥70%才能支撑规模化（当前未披露）</p>
|
||
</div>
|
||
<div class="bg-pink-50 p-4 rounded-lg">
|
||
<h4 class="font-medium text-pink-700 mb-2">国芯科技车载芯片毛利率</h4>
|
||
<p class="text-sm text-gray-700">若突破<strong>40%</strong>将确认国产替代盈利拐点</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="mb-12 fade-in">
|
||
<div class="bg-white rounded-xl card-shadow p-6 hover-scale">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4">关联股票数据</h2>
|
||
|
||
<!-- Mobileye替代概念 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 bg-blue-50 p-3 rounded-lg">Mobileye替代概念（240923）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">合作方</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产品/服务</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">光庭信息</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线软件生态伙伴之一</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线软件生态伙伴之一</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中科创达</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">成立合资公司</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">中科创达控股</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">智能驾驶赛道</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车规级AI芯片、软件平台和算法服务</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线成立合资公司，由中科创达控股，聚焦智能驾驶赛道，并为车规级AI芯片提供软件平台和算法服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">锐明技术</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">高级辅助驾驶(ADAS)和自动驾驶技术合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线在高级辅助驾驶和自动驾驶领域进行技术及产品合作</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">索菱股份</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">战略合作框架协议</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">北京地平线机器人技术研发有限公司</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">汽车智能化技术与产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与北京地平线签署战略合作协议，推动汽车智能化技术与产品领域合作，形成战略合作伙伴关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">四维图新</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">芯片战略合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">汽车电子"中国芯"</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">基于地平线J2/J3芯片的智驾方案</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线等芯片公司达成战略合作，基于J2/J3芯片的智驾方案已量产，子公司杰发科技打造汽车电子"中国芯"</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">同兴达</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车载业务及定点开发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Sony、博世、地平线等国际厂商</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司南昌同兴达汽车电子与Sony、博世、地平线等国际厂商合作，取得多家供应商资质及定点开发项目，本年度将进入量产阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">均胜电子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">英伟达、高通、地平线、黑芝麻等芯片厂商</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">已与英伟达、高通、地平线、黑芝麻等芯片厂商建立合作关系</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">亚太股份</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">战略合作协议</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">高级驾驶辅助、L2-L4自动驾驶、汽车视觉感知</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线签署战略合作协议，围绕高级驾驶辅助、L2-L4自动驾驶、汽车视觉感知等领域展开合作</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 汽车安全 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4 bg-green-50 p-3 rounded-lg">汽车安全(240923)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">启明信息</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">参与国家车联网安全建设</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车路协同</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">积极参加国家车联网安全建设，在车路协同等方面均有布局</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">电科网安</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">国家级车联网先导区密码应用试点</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">承担多个国家级车联网先导区密码应用试点建设</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国芯科技</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全芯片应用</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">汽车供应链</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">已有客户使用公司车联网安全芯片制作的应用模组进入赛力斯汽车供应链</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天融信</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全项目落地</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">已有多车联网安全相关项目落地</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">积成电子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">电动汽车充电安全技术</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">积极部署电动汽车充电安全技术结硕果</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">亚信安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">国家标准制定</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">-</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">参与编写国家标准《车联网网络安全异常行为检测机制》的制定</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">广东榕泰</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">IDC服务合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全/Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线合作伙伴</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线为公司合作伙伴，向其提供IDC相关服务，未持股</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中科创达</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">智能驾驶赛道合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全/Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线合资公司</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线成立合资公司，聚焦智能驾驶赛道</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">锐明技术</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">ADAS/自动驾驶合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全/Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线技术合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线基于高级辅助驾驶（ADAS）和自动驾驶等领域合作</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">索菱股份</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">智能驾驶域控制器</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车联网安全/Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线征程系列</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">基于地平线征程系列产品推出智能驾驶域控制器方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">同兴达</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">车载电子业务</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司车载电子业务与地平线等厂商合作，今年将进入量产阶段</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">均胜电子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">nDrive系列产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线战略合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">2023年与地平线战略合作，发布基于征程5/征程3的nDrive系列产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">四维图新</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">智驾方案量产</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线合作伙伴</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">基于地平线征程2/征程3的智驾方案已实现规模量产</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">亚太股份</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">国产芯片合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">地平线战略合作</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与地平线签署战略合作协议，产品使用地平线国产芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">光庭信息</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">汽车电子软件开发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Mobleye替代概念</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">芯片适配</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">为汽车制造商提供电子软件开发服务，适配高通、芯驰、地平线等芯片</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
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</div>
|
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</div>
|
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</div>
|
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``` |